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Sponsor portfolio

KURZ FAMILY FARM

EIN 81-1755474-Agriculture, Forestry, Fishing and Hunting-Latest filing 2024
Plans
2
Retirement
2
$479K assets
Welfare
0
Participants
6
52378 BUTLER LANE - VANDALIA, MO 63382573-470-1111
Plans on this EIN
2 filings
#002CashBalance-$473K - 3 part#001ProfitSharing-$6K - 3 part

Retirement portfolio analytics

2 plans aggregated / $479K assets / 6 participants

Assets by plan

Share of aggregate retirement assets

99%top
  • CASH BALANCE PENSION (#002)99%
  • FARM RETIREMENT PLAN (#001)1%
Total $479KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CASH BALANCE PENSION (#002)3
  • FARM RETIREMENT PLAN (#001)3
Total 6Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

KURZ FAMILY FARM CASH BALANCE PENSION PLAN

CashBalance

Assets$473K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

KURZ FAMILY FARM RETIREMENT PLAN

ProfitSharing

Assets$6K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002KURZ FAMILY FARM CASH BALANCE PENSION PLANCashBalance$473K32024
001KURZ FAMILY FARM RETIREMENT PLANProfitSharing$6K32024
Retirement plans
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